Do you spend hours — or days — preparing your tax returns every year?  And weeks researching changes?  Feel queasy when it’s done or anxious about hitting “send” or putting it in the mailbox?  Fear you might be paying too much tax, or terrified you could get a letter from IRS?  Or did you get a letter already?

 

Reduce your stress 

Let me spend my summer in continuing education while you play!  Professional preparation is less expensive than you think, and pays for itself in tax savings and anxiety reduction! A planning session and recommendations for your general financial health can be included.

Tax Preparation & Planning

  • Current year income tax returns
    (personal & proprietorships, federal, all states & localities)

  • Prior year tax returns

  • Amended returns

  • Tax planning

  • Audit & identity theft protection from Protection Plus

Taxpayer Representation & Resolution

  • IRS disputes, collection assistance & payment plans

  • State & local tax disputes & collections


Please remember to upload your documents via the secure portal before you schedule an appointment.

Tax returns billed by complexity from $310 minimum for the 1040. Planning is additional, at an hourly rate. An estimate can be provided.